A detailed history of Lake Street Financial LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Lake Street Financial LLC holds 1,991 shares of VYM stock, worth $236,670. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,991
Previous 1,998 0.35%
Holding current value
$236,670
Previous $223,000 7.62%
% of portfolio
0.03%
Previous 0.04%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 19, 2024

SELL
$109.98 - $120.99 $769 - $846
-7 Reduced 0.35%
1,991 $240,000
Q4 2023

Jan 10, 2024

SELL
$98.71 - $111.84 $592 - $671
-6 Reduced 0.3%
1,998 $223,000
Q3 2023

Oct 20, 2023

BUY
$103.32 - $110.34 $11,985 - $12,799
116 Added 6.14%
2,004 $207,000
Q2 2023

Jul 18, 2023

SELL
$101.36 - $107.68 $10,744 - $11,414
-106 Reduced 5.32%
1,888 $200,000
Q1 2023

Apr 17, 2023

BUY
$100.82 - $111.44 $403 - $445
4 Added 0.2%
1,994 $210,000
Q4 2022

Jan 25, 2023

BUY
$106.0 - $113.15 $210,940 - $225,168
1,990 New
1,990 $0
Q2 2022

Jul 12, 2022

BUY
N/A
1,983 New
1,983 $202,000

Others Institutions Holding VYM

About VANGUARD WHITEHALL FDS (VANGUA


  • Ticker VYM
  • Sector ETFs
  • Industry ETFs
More about VYM
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